New World Advisors LLC Wisdomtree Tr Transaction History
New World Advisors LLC
- $415 Million
- Q4 2024
A detailed history of New World Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New World Advisors LLC holds 4,437 shares of DWM stock, worth $244,168. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,437
Previous 4,454
0.38%
Holding current value
$244,168
Previous $256,000
8.98%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
122Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.5 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio